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Adding and removing visits
Updated over 8 months ago

This feature is perfect for practices that have a patient who may have forgotten to check-in for their appointment, or maybe have a patient who wrongfully checked in.

  1. Log into your Admin Panel

  2. Click on the ‘Clients’ tab on the left-side of your screen

  3. You can search, filter, or scroll to identify the client your are looking for. You can filter by clicking on the list categories on the top of your client list

  4. Once you have found the correct client, please click into their profile by clicking their name or using the 3-dot menu to the right of your screen

  5. Scroll down to find the clients visit history

  6. To add a visit, click '+ Add a visit' on the bottom right of your screen

    1. Populate the date of the visit, the time, and location

  7. To remove a visit, select the trash can icon to the right of the visit you want to remove.

    1. Confirm the action on the pop-up, and the visit is removed.

If you add or remove a visit for a client, their rewards screen on their app will automatically update to align with their client profile.


To watch the full video walkthrough, click the button below.


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